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The Analysis of Kane Co Wealth Management, Inc.'s Holdings & P&L

Currently, Kane Co Wealth Management, Inc. holds 51 types of securities in its portfolio with a total value $118.6M. In the most recent quarter, they have increased their positions in DFCF (+14.8K shares, valued at $626.8K), DFGX (+11.6K shares, valued at $608.2K), DFNM (+9.5K shares, valued at $456.5K); decreased their positions in DFAX (-5.5K shares, valued at $186.8K), DFAC (-4.1K shares, valued at $158.1K), DFUV (-2.8K shares, valued at $135.9K); initiated new positions in AVEE (+5.4K shares, valued at $340.3K), TLH (+3.1K shares, valued at $314.2K), WMT (+1.7K shares, valued at $206.2K).

1M P&L

+1.0M+0.82%

3M P&L

+3.3M+2.62%

HY P&L

+7.3M+6.09%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A116.5M

98.8%

2Farm & Heavy Construction Machinery658.5K

0.6%

3Asset Management279.0K

0.2%

Top Industries by Stock Count

1N/A46 stocks

92.0%

2Discount Stores1 stocks

2.0%

3Asset Management1 stocks

2.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST479.3K shares-0.84%2026-03-312026-04-21

DFCF DIMENSIONAL ETF TRUST285.7K shares5.48%2026-03-312026-04-21

DFIC DIMENSIONAL ETF TRUST197.3K shares1.63%2026-03-312026-04-21

DFSD DIMENSIONAL ETF TRUST136.3K shares0.23%2026-03-312026-04-21

AVUV AMERICAN CENTY ETF TR49.7K shares3.61%2026-03-312026-04-21

DFSV DIMENSIONAL ETF TRUST145.1K shares5.53%2026-03-312026-04-21

DFAX DIMENSIONAL ETF TRUST137.6K shares-3.84%2026-03-312026-04-21

DFAS DIMENSIONAL ETF TRUST62.4K shares0.86%2026-03-312026-04-21

Sponsored

USFR WISDOMTREE TR74.1K shares-1.46%2026-03-312026-04-21

DFEM DIMENSIONAL ETF TRUST105.7K shares6.05%2026-03-312026-04-21

DISV DIMENSIONAL ETF TRUST88.2K shares-1.41%2026-03-312026-04-21

DFAT DIMENSIONAL ETF TRUST52.6K shares-2.13%2026-03-312026-04-21

AVLV AMERICAN CENTY ETF TR39.5K shares2.20%2026-03-312026-04-21

DFAU DIMENSIONAL ETF TRUST61.4K shares-4.50%2026-03-312026-04-21

DIHP DIMENSIONAL ETF TRUST83.5K shares9.62%2026-03-312026-04-21

DFUS DIMENSIONAL ETF TRUST37.0K shares-3.05%2026-03-312026-04-21

Sponsored

AVUS AMERICAN CENTY ETF TR22.2K shares15.93%2026-03-312026-04-21

DFUV DIMENSIONAL ETF TRUST45.1K shares-5.85%2026-03-312026-04-21

DUHP DIMENSIONAL ETF TRUST54.9K shares22.15%2026-03-312026-04-21

DFAI DIMENSIONAL ETF TRUST51.4K shares-6.02%2026-03-312026-04-21

DFNM DIMENSIONAL ETF TRUST37.3K shares34.27%2026-03-312026-04-21

DFIS DIMENSIONAL ETF TRUST49.8K shares-0.38%2026-03-312026-04-21

DFGP DIMENSIONAL ETF TRUST25.0K shares12.14%2026-03-312026-04-21

DFAE DIMENSIONAL ETF TRUST37.2K shares1.29%2026-03-312026-04-21

Sponsored

DFEV DIMENSIONAL ETF TRUST32.2K shares1.40%2026-03-312026-04-21

DUSB DIMENSIONAL ETF TRUST17.0K shares19.51%2026-03-312026-04-21

DFIV DIMENSIONAL ETF TRUST16.0K shares-5.72%2026-03-312026-04-21

AVDV AMERICAN CENTY ETF TR8.1K shares0.30%2026-03-312026-04-21

DFGX DIMENSIONAL ETF TRUST15.4K shares303.14%2026-03-312026-04-21

PFF ISHARES TR26.1K shares-2.61%2026-03-312026-04-21

BOXX EA SERIES TRUST6.4K shares-1.91%2026-03-312026-04-21

DE DEERE & CO1.2K shares-1.60%2026-03-312026-04-21

Sponsored

MUB ISHARES TR6.0K shares28.72%2026-03-312026-04-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.3K shares0.00%2026-03-312026-04-21

DFGR DIMENSIONAL ETF TRUST23.2K shares11.38%2026-03-312026-04-21

DFIP DIMENSIONAL ETF TRUST14.7K shares39.33%2026-03-312026-04-21

MGC VANGUARD WORLD FD2.5K shares0.00%2026-03-312026-04-21

DEHP DIMENSIONAL ETF TRUST17.2K shares8.41%2026-03-312026-04-21

VTEB VANGUARD MUN BD FDS9.0K shares-10.00%2026-03-312026-04-21

DGCB DIMENSIONAL ETF TRUST7.3K shares0.00%2026-03-312026-04-21

Sponsored

AVSC AMERICAN CENTY ETF TR6.2K shares10.13%2026-03-312026-04-21

DEXC DIMENSIONAL ETF TRUST5.9K shares9.75%2026-03-312026-04-21

PFFD GLOBAL X FDS19.4K shares0.00%2026-03-312026-04-21

AVEE AMERICAN CENTY ETF TR5.4K sharesnew addition2026-03-312026-04-21

TLH ISHARES TR3.1K sharesnew addition2026-03-312026-04-21

DFLV DIMENSIONAL ETF TRUST8.7K shares-4.89%2026-03-312026-04-21

PFG PRINCIPAL FINANCIAL GROUP IN3.1K shares-10.51%2026-03-312026-04-21

PEP PEPSICO INC1.7K shares0.00%2026-03-312026-04-21

Sponsored

VB VANGUARD INDEX FDS989 shares0.00%2026-03-312026-04-21

WMT WALMART INC1.7K sharesnew addition2026-03-312026-04-21

AVES AMERICAN CENTY ETF TR3.4K sharesnew addition2026-03-312026-04-21

DFAC

DIMENSIONAL ETF TRUST

-0.84%

Shares479.3K

Event2026-03-31

Filed2026-04-21

DFCF

DIMENSIONAL ETF TRUST

5.48%

Shares285.7K

Event2026-03-31

Filed2026-04-21

DFIC

DIMENSIONAL ETF TRUST

1.63%

Shares197.3K

Event2026-03-31

Filed2026-04-21

DFSD

DIMENSIONAL ETF TRUST

0.23%

Shares136.3K

Event2026-03-31

Filed2026-04-21

AVUV

AMERICAN CENTY ETF TR

3.61%

Shares49.7K

Event2026-03-31

Filed2026-04-21

DFSV

DIMENSIONAL ETF TRUST

5.53%

Shares145.1K

Event2026-03-31

Filed2026-04-21

DFAX

DIMENSIONAL ETF TRUST

-3.84%

Shares137.6K

Event2026-03-31

Filed2026-04-21

DFAS

DIMENSIONAL ETF TRUST

0.86%

Shares62.4K

Event2026-03-31

Filed2026-04-21

USFR

WISDOMTREE TR

-1.46%

Shares74.1K

Event2026-03-31

Filed2026-04-21

DFEM

DIMENSIONAL ETF TRUST

6.05%

Shares105.7K

Event2026-03-31

Filed2026-04-21

DISV

DIMENSIONAL ETF TRUST

-1.41%

Shares88.2K

Event2026-03-31

Filed2026-04-21

DFAT

DIMENSIONAL ETF TRUST

-2.13%

Shares52.6K

Event2026-03-31

Filed2026-04-21

AVLV

AMERICAN CENTY ETF TR

2.20%

Shares39.5K

Event2026-03-31

Filed2026-04-21

DFAU

DIMENSIONAL ETF TRUST

-4.50%

Shares61.4K

Event2026-03-31

Filed2026-04-21

DIHP

DIMENSIONAL ETF TRUST

9.62%

Shares83.5K

Event2026-03-31

Filed2026-04-21

DFUS

DIMENSIONAL ETF TRUST

-3.05%

Shares37.0K

Event2026-03-31

Filed2026-04-21

AVUS

AMERICAN CENTY ETF TR

15.93%

Shares22.2K

Event2026-03-31

Filed2026-04-21

DFUV

DIMENSIONAL ETF TRUST

-5.85%

Shares45.1K

Event2026-03-31

Filed2026-04-21

DUHP

DIMENSIONAL ETF TRUST

22.15%

Shares54.9K

Event2026-03-31

Filed2026-04-21

DFAI

DIMENSIONAL ETF TRUST

-6.02%

Shares51.4K

Event2026-03-31

Filed2026-04-21

DFNM

DIMENSIONAL ETF TRUST

34.27%

Shares37.3K

Event2026-03-31

Filed2026-04-21

DFIS

DIMENSIONAL ETF TRUST

-0.38%

Shares49.8K

Event2026-03-31

Filed2026-04-21

DFGP

DIMENSIONAL ETF TRUST

12.14%

Shares25.0K

Event2026-03-31

Filed2026-04-21

DFAE

DIMENSIONAL ETF TRUST

1.29%

Shares37.2K

Event2026-03-31

Filed2026-04-21

DFEV

DIMENSIONAL ETF TRUST

1.40%

Shares32.2K

Event2026-03-31

Filed2026-04-21

DUSB

DIMENSIONAL ETF TRUST

19.51%

Shares17.0K

Event2026-03-31

Filed2026-04-21

DFIV

DIMENSIONAL ETF TRUST

-5.72%

Shares16.0K

Event2026-03-31

Filed2026-04-21

AVDV

AMERICAN CENTY ETF TR

0.30%

Shares8.1K

Event2026-03-31

Filed2026-04-21

DFGX

DIMENSIONAL ETF TRUST

303.14%

Shares15.4K

Event2026-03-31

Filed2026-04-21

PFF

ISHARES TR

-2.61%

Shares26.1K

Event2026-03-31

Filed2026-04-21

BOXX

EA SERIES TRUST

-1.91%

Shares6.4K

Event2026-03-31

Filed2026-04-21

DEERE & CO

-1.60%

Shares1.2K

Event2026-03-31

Filed2026-04-21

MUB

ISHARES TR

28.72%

Shares6.0K

Event2026-03-31

Filed2026-04-21

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-21

DFGR

DIMENSIONAL ETF TRUST

11.38%

Shares23.2K

Event2026-03-31

Filed2026-04-21

DFIP

DIMENSIONAL ETF TRUST

39.33%

Shares14.7K

Event2026-03-31

Filed2026-04-21

MGC

VANGUARD WORLD FD

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-21

DEHP

DIMENSIONAL ETF TRUST

8.41%

Shares17.2K

Event2026-03-31

Filed2026-04-21

VTEB

VANGUARD MUN BD FDS

-10.00%

Shares9.0K

Event2026-03-31

Filed2026-04-21

DGCB

DIMENSIONAL ETF TRUST

0.00%

Shares7.3K

Event2026-03-31

Filed2026-04-21

AVSC

AMERICAN CENTY ETF TR

10.13%

Shares6.2K

Event2026-03-31

Filed2026-04-21

DEXC

DIMENSIONAL ETF TRUST

9.75%

Shares5.9K

Event2026-03-31

Filed2026-04-21

PFFD

GLOBAL X FDS

0.00%

Shares19.4K

Event2026-03-31

Filed2026-04-21

AVEE

AMERICAN CENTY ETF TR

New

Shares5.4K

Event2026-03-31

Filed2026-04-21

TLH

ISHARES TR

New

Shares3.1K

Event2026-03-31

Filed2026-04-21

DFLV

DIMENSIONAL ETF TRUST

-4.89%

Shares8.7K

Event2026-03-31

Filed2026-04-21

PFG

PRINCIPAL FINANCIAL GROUP IN

-10.51%

Shares3.1K

Event2026-03-31

Filed2026-04-21

PEP

PEPSICO INC

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

0.00%

Shares989

Event2026-03-31

Filed2026-04-21

WMT

WALMART INC

New

Shares1.7K

Event2026-03-31

Filed2026-04-21

AVES

AMERICAN CENTY ETF TR

New

Shares3.4K

Event2026-03-31

Filed2026-04-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available